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Fortrea Holdings

415 hedge funds and large institutions have $2.55B invested in Fortrea Holdings in 2023 Q3 according to their latest regulatory filings, with 392 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,820% more first-time investments, than exits

New positions opened: 392 | Existing positions closed: 10

2,419% more capital invested

Capital invested by funds: $101M → $2.55B (+$2.45B)

1,158% more funds holding

Funds holding: 33415 (+382)

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

132% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $2.54M

96.89% more ownership

Funds ownership: 3.4%100.28% (+97%)

Holders
415
Holders Change
+382
Holders Change %
+1,157.58%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.08%
New
392
Increased
15
Reduced
5
Closed
10
Calls
$5.88M
Puts
$2.54M
Net Calls
+$3.34M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
Mascoma Wealth Management
New Hampshire
$5.43K
TCM
327
Tradewinds Capital Management
Washington
$4.86K +$5.03K +170 New
CIA
328
Cape Investment Advisory
Georgia
$4.57K +$4.73K +160 New
LS
329
Livforsakringsbolaget Skandia
Sweden
$4.35K +$4.5K +152 New
EBA
330
Eagle Bay Advisors
New York
$4.29K +$4.44K +150 New
NA
331
NewEdge Advisors
Louisiana
$4.2K +$4.35K +147 New
QC
332
Quent Capital
New York
$4.17K +$4.32K +146 New
PWMG
333
Provence Wealth Management Group
California
$4.15K +$4.29K +145 New
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$4.03K +$4.17K +141 New
FDCC
335
Foster Dykema Cabot & Co
Massachusetts
$4K +$3.76K +127 New
HB
336
Horizon Bancorp
Indiana
$4K +$4.17K +141 New
PFA
337
Pathway Financial Advisers
Indiana
$3.83K +$3.96K +134 New
Pacer Advisors
338
Pacer Advisors
Pennsylvania
$3.75K +$3.88K +131 New
MAWCM
339
Mine & Arao Wealth Creation & Management
California
$3.69K +$3.82K +129 New
PMFA
340
Plante Moran Financial Advisors
Michigan
$3.57K +$3.7K +125 New
PO
341
Private Ocean
California
$3.57K +$3.7K +125 New
SC
342
SouthState Corp
Florida
$3.57K +$3.7K +125 New
SL
343
Salomon & Ludwin
Virginia
$3.43K +$3.55K +120 New
WBC
344
Westpac Banking Corp
Australia
$3.43K +$3.55K +120 New
AF
345
Arrow Financial
New York
$3.15K +$3.25K +110 New
CFGS
346
Concourse Financial Group Securities
Alabama
$3.06K +$3.17K +107 New
WWP
347
WR Wealth Planners
Missouri
$3.06K +$3.17K +107 New
WPA
348
West Paces Advisors
Georgia
$3K +$3.11K +105 New
OSNBOA
349
Old Second National Bank of Aurora
Illinois
$2.86K +$2.96K +100 New
OCM
350
Orion Capital Management
California
$2.86K +$2.96K +100 New

FTRE Hedge Fund Activity: Q3 2023 in Review

415 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fortrea Holdings (FTRE) for Q3 2023, worth a combined $2.55B — up 2,419% from $101M a quarter earlier.

Buyers outnumbered sellers: 392 funds opened new FTRE positions and 10 closed out — a net gain of 382 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $501M. The largest seller was River Road Asset Management, exiting entirely with an estimated $4.41M sold.

  • 415 institutional investors held Fortrea Holdings (FTRE) as of Q3 2023, up from 33 in Q2 2023.
  • Funds reported $2.55B of Fortrea Holdings stock for Q3 2023, up 2,419% quarter-over-quarter.
  • 392 funds opened new Fortrea Holdings positions in Q3 2023 and 10 closed out, a net change of +382 holders.
  • The largest Fortrea Holdings buyer in Q3 2023 was BlackRock, an estimated $501M added.
  • The largest Fortrea Holdings seller in Q3 2023 was River Road Asset Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q3 2023.